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The Soitec Series | Part 2: Wafer Manufacturing and the Smart Cut Moat
Silicon sandwich wafers ! ! !
Mar 27
•
Jason's Chips
38
2
12
The Lumentum Series | Part 3: The Genesis of Scale-Up CPO
What we learned from GTC and OFC. Lumentum back to Top Pick!
Mar 23
•
Jason's Chips
43
2
19
Short n' Casual Intro to SiPho
silicon photonix
Mar 19
•
Jason's Chips
65
2
23
Tower-ing Over the Competition
Tower Semi thesis
Mar 14
•
Jason's Chips
63
9
14
The Soitec Series | Part 1: Introduction to the French Photonics Substrate Monopoly
7 articles about a potential 7-bagger. This is my career-defining bet.
Mar 10
•
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161
14
50
Aixtron | Earnings Review: Incoming Tsunami of Revisions (Free Release)
Laser factories are buying lots of laser machines!!!
Mar 7
•
Jason's Chips
48
10
Nvidia | Earnings Review: No Hair on The Print (Free Release)
And the structural reason why Nvidia’s multiple will always trade range-bound
Mar 5
•
Jason's Chips
42
10
Portfolio Review | February 2026 (+16.17%, +38.58 YTD)
Citrini doomer take review and brief thesis on AAOI included
Mar 3
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Jason's Chips
42
1
12
Onto Innovation | Earnings Review: High Bandwidth Mogging (Free Release)
Jestermaxxed in CoWoS but HBMogged Camtek at Micron
Mar 2
•
Jason's Chips
47
12
February 2026
Aixtron | Earnings Review: Incoming Tsunami of Revisions
Laser factories are buying lots of laser machines!!!
Feb 27
•
Jason's Chips
44
1
15
Nvidia | Earnings Review: No Hair on The Print
And the structural reason why Nvidia’s multiple will always trade range-bound
Feb 26
•
Jason's Chips
38
1
13
Aixtron | Earnings Preview: Full Year 2026 Guide Incoming
They finna drop the entire 2026 guide on this call so a very long earnings preview is necessitated
Feb 25
•
Jason's Chips
53
1
12
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